Inspirion Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Inspirion Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Buy	12,373 +2,285	+23%	+$250K	0.17%	57
2026 Q1	$880K	Buy	10,088 +1,968	+24%	+$181K	0.11%	78
2025 Q4	$765K	Buy	8,120 +4,096	+102%	+$389K	0.09%	85
2025 Q3	$295K	Sell	4,024 -1,224	-23%	-$107K	0.04%	121
2025 Q2	$435K	Buy	5,248 +496	+10%	+$36.1K	0.06%	103
2025 Q1	$322K	Buy	4,752 +920	+24%	+$69.3K	0.04%	118
2024 Q4	$301K	Sell	3,832 -192	-5%	-$14.7K	0.04%	121
2024 Q3	$295K	Hold	4,024	–	–	0.04%	122
2024 Q2	$290K	Hold	4,024	–	–	0.04%	123
2024 Q1	$264K	Buy	+4,024	New	+$255K	0.04%	123
2022 Q1	–	Sell	-3,704	Closed	-$212K	–	111
2021 Q4	$212K	Buy	+3,704	New	+$203K	0.04%	98

Other funds holding VGT

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return